See what your fund actually adds
Barron's 400 ETF BFOR
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | BFOR | Replication |
|---|---|---|
| Annualized growth | 10.2% | 6.8% |
| Annualized volatility | 18.3% | 18.4% |
| Sharpe ratio | 0.62 | 0.45 |
| Maximum drawdown | 24.6% | 25.9% |
| Replication fit (R²) | 0.96 · Tracking error 3.6% | |
Replication portfolio
The published portfolio below is the investable basket used to model BFOR’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| IJH | US Mid Cap | 35.6% |
| IJR | US Small Cap | 30.3% |
| VOT | Mid-Cap · Growth | 18.6% |
| XLF | Sector · Financials | 8.5% |
| VBR | Small-Cap · Value | 7.0% |